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Just yesterday, my team and I got notice that Bobby Kraft made his Top Tier Tracks from the 2024 Vegas Planet Microcap Showcase available on his channel. Prior to the replays being published, Bobby got a chance to sit down with me and Mathieu Martin. We both regularly appear on his channel to discuss the current state of the microcap market in the U.S. and Canada.

We shared our initial impressions and overall positive feedback about the event’s organization and quality of companies, and focused on some key interactions of and observations with company management.

P.S. After reviewing some standout takeaways from the event, make sure that you check out all the Tracks that I moderated – you’ll most likely recognize many of the names as having been spotlighted on GeoInvesting, with a few of them holding spots on Geo’s Model Portfolio.

Interviewing management teams is a big part of what we do and a big advantage we get from investing in microcaps. The goal of these types of interview sessions is to either confirm the bullishness on some stocks we are following or learn about new companies in our pipeline. It also gives us an edge by being able to put public information in context before other investors do.

We put a lot of time into preparing for interviews. Hopefully, you’ll get something out of these chats after viewing them. You can also see which stocks we liked the most from our chats by reading our April monthly newsletter.

~ Maj Soueidan

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